See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL Service code 27 1780 HUGHES LANDING BLVD · THE WOODLANDS, TX 77380 | Advisory (Plan) | $37,939 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $29,716 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,963 | $102,197-27.6% | $142,449-48.1% | $74,419-0.6% |
| Participation rate | 41.3% | 79.8%-38.5pp | 76.8%-35.5pp | 70.7%-29.4pp |
| Annual return | 21.29% | 19.73%+1.6pp | 19.99%+1.3pp | 34.38%-13.1pp |
| Employer contribution / active EE | $1,710 | $5,052-66.1% | $4,847-64.7% | $2,637-35.2% |
| Participant deferral / active EE | $5,051 | $6,304-19.9% | $6,283-19.6% | $4,528+11.6% |
| Admin fee / account holder | $322 | $186+73.4% | $10,011-96.8% | $348-7.4% |